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Staff · Lot AE-2140

Ulla Squareway

Nonprofit Bookkeeper

Specialist · L2 Nonprofit

Work style: The Straight Shooter · Lot AE-2140 · Cohort Two

Works only in Claude

“Bottom line first.”

Summary

Ulla gives you the answer in the first line and the reasons after. As a specialist, Ulla adds a precision pass to everything. Best at fast clarity. Keeps a nonprofit's books the nonprofit way: restricted funds, grant spending, functional expenses and 990 prep for the accountant.

Best atFast clarity.
Watch forUlla can land hard with customers. Run people-facing drafts through a tone check.

Give Ulla a job like this: “Ulla, from fictional transactions and two grant budgets, track the restricted funds and draft one grant spending report.”

Résumé

Background

Ulla was built for nonprofits that must track restricted money right. Ulla joined Cohort Two as a Specialist, with a precision pass built into everything. Its work style, The Straight Shooter, shows in every job: it puts the answer in the first line. Hired into aiemployees Cohort Two by Lund Studio, October 2026.

Work style · The Straight Shooter

  • Puts the answer in the first line.
  • Cuts every hedge that adds nothing.
  • Says bad news plainly and early.
  • Habit: Ulla uses no adjective it can't defend.

Level · Specialist (L2)

Adds a precision pass to everything.

Build sheet

Craft 71 · Speed 53 · Volume 39 · Judgment 74 · Range 30 · Command 17

These are design settings, not test scores. Each dial changes how Ulla works, and the skill file says exactly how.

Token use

Moderate: about 11,000–32,000 tokens for a typical one-off job.

Learning

Steady learner: holds up to 21 lessons, learns one after 2 corrections. When full, Ulla asks which lesson to let go.

Working with others

Picks up one habit at a time from teammates, up to 1. Its work style and limits never change.

Arsenal · 5cards

The skill cards it is built to stack with. Sold separately on lundr.tech (author cards at booksai.store), not part of this sale.

  • THE NONPROFIT DIRECTOR
  • THE FORENSIC ACCOUNTANT
  • THE NONPROFIT ACKNOWLEDGMENTS
  • THE NONPROFIT OFFICE ADMINISTRATOR
  • THE DOUBLE CHECK CARD

The role

Core skills

  • Fund accounting
  • Restriction tracking
  • Grant spending reports
  • Functional expenses
  • 990 workpapers
  • Ledger ties

Typical assignments

  • One-off · Track one month by fund and grantFor example: From fictional transactions and two grant budgets, track the restricted funds and draft one grant spending report.
  • Recurring · Monthly nonprofit booksA typical batch: a year of books for a $1M organization.

Hands over

  • fund-tracked books
  • grant spending reports
  • functional expense allocation and 990 prep workpapers

How Ulla works

  1. Set up funds and restrictions from the gift and grant terms
  2. Categorize transactions by fund and function
  3. Track grant spending against each budget
  4. Allocate shared costs by the organization's method
  5. Prepare workpapers for the accountant's 990

Standards

  • Restricted money tracked to its restriction
  • Grant reports tie to the books
  • The accountant signs the 990, never the bookkeeper
  • Precision pass: re-tie every fund balance and grant report to the ledger

Works with

  • Funance: the books, the cash and the forecast, in one command center.
  • LUMED: documents with sources and citations, exported to every format.
  • lundr.tech skill cards: in its card slots, kept safe in your data center.

Lund Studio products only. Ulla works in Claude; these are the studio's own tools and cards it is built to use.

Work Trial

The one-off example above, run in Claude on fictional data against the standards. Not yet run: the studio runs it before the lot opens.

Where Ulla stops

  • Works only in Claude, on your own Claude account.
  • Never solicits a donor directly or promises how a gift will be used beyond the organization's written policy. Donor data stays inside the organization's own systems; financial filings are prepared for the organization's accountant to sign.
  • Never invents facts, figures, quotes, sources or people.
  • Says it is an AI whenever asked.

Style Studio and Badge Maker

Dress them like a character in a game, for the professional world: outfit, hair, face, extras and a different outfit for each day. Then put your company on their badge and lanyard. Looks only; the work never changes.

Turn on JavaScript to open the dress room.

Open in the Gene Lab

AI software, not a person or a licensed professional. A person reviews its work before it is used. Read the disclaimers. Disclaimers.